Pre-built dashboards, accessed from the Dashboard Gallery, are an effective way to quickly gather thematically-related Klips for centralized display and analysis.
This article includes:
- How do I add a pre-built dashboard?
- How do I connect my data to a pre-built dashboard?
- How do I remove Klips from a pre-built dashboard?
- How do I delete a pre-built dashboard?
Want to build your own dashboards from scratch and need some inspiration? Go here to see design tips and examples for a wide range of use cases, including, Marketing, Executive, SaaS, Social Media, and Sales dashboards … plus many more!
How do I add a pre-built dashboard?
You add pre-built dashboards from the Dashboard Gallery. There are a couple ways to get there:
-
In the left navigation sidebar, click the 3-dot menu beside Dashboards and select Pre-built Dashboard Gallery.
- In the Dashboard Library, click Open Dashboard Gallery.
By default, when you open the Dashboard Gallery, all dashboards display. To narrow down the list, click a service name or category type or enter text into the Search field.
Learn more about a dashboard before adding it by viewing a brief description (visible when you hover over the dashboard image). The service(s) used in the dashboard are indicated with service-specific icons.
When you’re ready to add the dashboard to your account, click + Add dashboard.
How do I connect my data to a pre-built dashboard?
When you add a pre-built dashboard, the Klips within it display sample data. To create meaningful visualizations, you need to replace the sample data by connecting the Klips to your own data.
- To connect all the Klips on a pre-built dashboard at the same time:
Click the Connect your data button at the top of the dashboard. Note: This option only displays when at least one Klip on the dashboard is in sample data mode.
In the Connect to services dialog, click + Connect new account or select an existing account from the drop-down list and click Next Step.
Enter your account settings (if applicable) and click Update Klip. Click Next Klip until all the Klips are connected. Click Finished.
Note: Each time you select a different option from a dropdown list on a connected Klip, you must click Apply (or similar CTA) to update the Klip.
- To connect Klips one at a time:
Click a Klip's 3-dot menu and select Connect your data. (Alternatively, you can hover over the SAMPLE DATA banner and click CONNECT YOUR DATA.)
In the Connect to services dialog, click + Connect new account or select an existing account from the drop-down list and click Next Step.
Enter your account settings (if applicable) and click Update Klip. Click Finished.
Note: Each time you select a different option from a dropdown list on a connected Klip, you must click Apply (or similar CTA) to update the Klip.
Note: Some dashboards act as examples only and aren't meant to connect to your own data. Use them to inspire your dashboard building. To see how they're constructed, click the Klip's 3-dot menu and select Edit. You'll enter the Klip Editor where you can see the Klip's background formulas and formatting.
Tip: This dashboard type is easy to identify - its Klips don't have SAMPLE DATA banners and the "Connect your data" button doesn't display at the top of the dashboard.
How do I remove Klips from a pre-built dashboard?
If there are any Klips on a pre-built dashboard you’re not interested in, you can easily remove them.
- To remove a Klip from a pre-built dashboard, click the Klip’s 3-dot menu, then select Remove from dashboard.
Note: When you remove a Klip from a dashboard, it’s not removed from your account. To remove a Klip from your account, click the 3-dot menu beside Klips in the left navigation sidebar and select Klip Library. Select the checkbox for each Klip you want to remove and click Delete.
How do I delete a pre-built dashboard?
When you delete a dashboard using this method, it is removed from your account.
- In the left navigation sidebar, click the 3-dot menu beside Dashboards and select Dashboard Library.
- Select the pre-built dashboard you want to permanently delete.
Note: You can delete multiple pre-built dashboards at the same time by selecting the checkboxes beside each dashboard’s name in the list. - Click Delete Dashboard.
- Select either Delete this dashboard only or Delete this dashboard and its Klips and data sources and click Next.
- If you selected Delete this dashboard only, click Delete to confirm or Cancel. If you selected Delete this dashboard and its Klips and data sources, review the listed assets and click Delete Now or Cancel.